World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Wheat Selloff Accelerates; Corn, Soy Stabilized Before WASDE; Cattle and Hogs Diverge

The CBOT was mixed to start the week with corn and the soy complex seeing some cautious support, mostly concentrated in old crop markets, while the massive selloff in wheat continued with funds eagerly selling into the weakness. One feature of the day’s trade was the Goldman roll, which has funds moving out of July positions and into deferred markets. This will impact spread trade and volumes this week, with the WASDE due out on Wednesday. The WASDE’s presence seems to be offering some support to the corn and soy complex markets while traders are increasingly concerned USDA’s adjustments to the wheat outlook will be more bearish than bullish. Funds were heavy net sellers in wheat for the day while emerging as slight net bu...

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

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India Holds Out; USMCA Friction; AI and Ag

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energy

Venezuela Oil Situation and Oil Price Impacts

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From WPI Consulting

Infrastructure investment due diligence

On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.

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